Deals & People September 11, 2013

CAPTRUST Expands Its Greenwich Team

Bruce Graham joins the firm as vice president and financial adviser in the firm’s newest office in Greenwich, Connecticut.
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Graham comes to CAPTRUST with more than 25 years of experience designing, implementing and managing investment strategies for corporate retirement plans, endowments and foundations, as well as high-net-worth individuals. He most recently worked at Clearbrook Investment Consulting in Stamford, Connecticut.

The opening of the Greenwich office, CAPTRUST’s second new branch this year, follows the acquisition of Cambridge Financial Services and hiring of financial adviser and Senior Vice President Ernest Liebre.

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“Bringing the industry’s best talent to the firm will help us grow in key retirement markets,” said J. Fielding Miller, CAPTRUST co-founder and CEO.

Deals & People September 11, 2013

SunGard Appoints Advisory and Investment EVP

Scott Parry will serve as executive vice president and general manager for advisory and investment services.
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Parry brings more than 20 years of financial advisory and qualified plan experience to SunGard’s wealth and retirement administration business. He has worked on both the technology and practice aspects the industry, creating and managing brokerage and advisory programs.

He comes to SunGard from Aon Hewitt Financial Advisors, where he served as CEO, and previously acted as chief operating officer (COO) of Hewitt Financial Services. He also worked as general manager of Lipper Advisor Services for Thomson Reutors, vice president of advisory services for Invesmart Advisors and general manager of retirement services at TD Ameritrade.

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According to SunGard, Parry frequently discusses 401(k) and investment technology at financial and technical industry conferences, and he holds FINRA Series 7, 24, 63 and 65 licenses.

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